Columbia College 529 Portfolio (CLCGX)

NASDAQ · Mutual Fund · Delayed Price · Currency is USD

12.11

0.00 (0.00%)

At close: Aug 27, 2026

2.89% (1Y)

Fund Assets	n/a
Expense Ratio	0.04%
Min. Investment	n/a
Turnover	n/a
Dividend (ttm)	n/a
Dividend Yield	n/a
Dividend Growth	n/a
Payout Frequency	n/a
Ex-Dividend Date	n/a

Previous Close	12.11
YTD Return	1.17%
1-Year Return	2.89%
5-Year Return	8.22%
52-Week Low	11.78
52-Week High	12.13
Beta (5Y)	n/a
Holdings	n/a
Inception Date	n/a

About CLCGX

The SC Future Scholar Advisor 529 Columbia College Portfolio C is a portfolio investment option within South Carolina’s Advisor-sold Future Scholar 529 College Savings Plan. Designed specifically for education savings, its primary function is to preserve capital while providing moderate income by investing predominantly in fixed income securities. The portfolio allocates its assets primarily between bonds and cash equivalents, with the most recent data indicating approximately 51.3% in bonds and 48.7% in money market or cash instruments, and minimal to no allocation to stocks or real estate. This conservative allocation is well-suited for beneficiaries nearing college age or for investors prioritizing safety of principal over growth. Managed by Columbia Management Investment Advisors, the portfolio benefits from professional oversight and periodic rebalancing. The underlying funds are selected from a mix of mutual funds and money market vehicles, reflecting a stable approach focused on capital preservation and liquidity. As part of the broader 529 plan framework, the portfolio is structured to offer potential tax advantages for education-related savings while playing a specialized role as a low-risk, income-oriented component among the plan’s diverse investment choices.

Stock Exchange NASDAQ

Ticker Symbol CLCGX

Performance

CLCGX had a total return of 2.89% in the past year, including dividends. Since the fund's inception, the average annual return has been 2.05%.